Civic Intelligence

FMS FINANCIAL PARTNERS, INC.

Plan context: Fms Financial Partners Inc. 401(K) Profit Sharing Plan

EIN 20-4030818 • Encino, CA • 17 filings • 2 plans

6345 Balboa Blvd., Suite 290Encino, CA 91316
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$2,789,903

2024 Contributions

$252,934

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$5,294,684$2,647,342$0200920172024YearValue
$2,789,903Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

19100200820162024YearValue
11Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024111$2,789,903$252,934$22,994iApproximate average salary by contribution assumption: employee only about $574,850 at 4% or $383,233 at 6%; with 50% employer match about $383,233 at 4% or $255,489 at 6%; with 100% employer match about $287,425 at 4% or $191,617 at 6%.
Fms Financial Partners Inc. 401(K) Profit Sharing Plan-11$2,789,903$252,934$22,994iApproximate average salary by contribution assumption: employee only about $574,850 at 4% or $383,233 at 6%; with 50% employer match about $383,233 at 4% or $255,489 at 6%; with 100% employer match about $287,425 at 4% or $191,617 at 6%.
2023117$2,350,061$264,582$15,564iApproximate average salary by contribution assumption: employee only about $389,091 at 4% or $259,394 at 6%; with 50% employer match about $259,394 at 4% or $172,929 at 6%; with 100% employer match about $194,546 at 4% or $129,697 at 6%.
Fms Financial Partners Inc. 401(K) Profit Sharing Plan-17$2,350,061$264,582$15,564iApproximate average salary by contribution assumption: employee only about $389,091 at 4% or $259,394 at 6%; with 50% employer match about $259,394 at 4% or $172,929 at 6%; with 100% employer match about $194,546 at 4% or $129,697 at 6%.
2022116$1,789,656$240,234$15,015iApproximate average salary by contribution assumption: employee only about $375,366 at 4% or $250,244 at 6%; with 50% employer match about $250,244 at 4% or $166,829 at 6%; with 100% employer match about $187,683 at 4% or $125,122 at 6%.
Fms Financial Partners Inc. 401(K) Profit Sharing Plan-16$1,789,656$240,234$15,015iApproximate average salary by contribution assumption: employee only about $375,366 at 4% or $250,244 at 6%; with 50% employer match about $250,244 at 4% or $166,829 at 6%; with 100% employer match about $187,683 at 4% or $125,122 at 6%.
2021116$1,377,479$317,202$19,825iApproximate average salary by contribution assumption: employee only about $495,628 at 4% or $330,419 at 6%; with 50% employer match about $330,419 at 4% or $220,279 at 6%; with 100% employer match about $247,814 at 4% or $165,209 at 6%.
Fms Financial Partners Inc. 401(K) Profit Sharing Plan-16$1,377,479$317,202$19,825iApproximate average salary by contribution assumption: employee only about $495,628 at 4% or $330,419 at 6%; with 50% employer match about $330,419 at 4% or $220,279 at 6%; with 100% employer match about $247,814 at 4% or $165,209 at 6%.
2020115$1,649,563$180,870$12,058iApproximate average salary by contribution assumption: employee only about $301,450 at 4% or $200,967 at 6%; with 50% employer match about $200,967 at 4% or $133,978 at 6%; with 100% employer match about $150,725 at 4% or $100,483 at 6%.
Fms Financial Partners Inc. 401(K) Profit Sharing Plan-15$1,649,563$180,870$12,058iApproximate average salary by contribution assumption: employee only about $301,450 at 4% or $200,967 at 6%; with 50% employer match about $200,967 at 4% or $133,978 at 6%; with 100% employer match about $150,725 at 4% or $100,483 at 6%.
2019118$1,032,048$89,520$4,973iApproximate average salary by contribution assumption: employee only about $124,333 at 4% or $82,889 at 6%; with 50% employer match about $82,889 at 4% or $55,259 at 6%; with 100% employer match about $62,167 at 4% or $41,444 at 6%.
Fms Financial Partners Inc. 401(K) Profit Sharing Plan-18$1,032,048$89,520$4,973iApproximate average salary by contribution assumption: employee only about $124,333 at 4% or $82,889 at 6%; with 50% employer match about $82,889 at 4% or $55,259 at 6%; with 100% employer match about $62,167 at 4% or $41,444 at 6%.
2018117$1,190,008$90,896$5,347iApproximate average salary by contribution assumption: employee only about $133,671 at 4% or $89,114 at 6%; with 50% employer match about $89,114 at 4% or $59,409 at 6%; with 100% employer match about $66,835 at 4% or $44,557 at 6%.
Fms Financial Partners Inc. 401(K) Profit Sharing Plan-17$1,190,008$90,896$5,347iApproximate average salary by contribution assumption: employee only about $133,671 at 4% or $89,114 at 6%; with 50% employer match about $89,114 at 4% or $59,409 at 6%; with 100% employer match about $66,835 at 4% or $44,557 at 6%.
2017117$5,294,684$445,710$26,218iApproximate average salary by contribution assumption: employee only about $655,456 at 4% or $436,971 at 6%; with 50% employer match about $436,971 at 4% or $291,314 at 6%; with 100% employer match about $327,728 at 4% or $218,485 at 6%.
Fms Financial Partners Inc. 401(K) Profit Sharing Plan-17$5,294,684$445,710$26,218iApproximate average salary by contribution assumption: employee only about $655,456 at 4% or $436,971 at 6%; with 50% employer match about $436,971 at 4% or $291,314 at 6%; with 100% employer match about $327,728 at 4% or $218,485 at 6%.
2016118$4,558,362$85,683$4,760iApproximate average salary by contribution assumption: employee only about $119,004 at 4% or $79,336 at 6%; with 50% employer match about $79,336 at 4% or $52,891 at 6%; with 100% employer match about $59,502 at 4% or $39,668 at 6%.
Fms Financial Partners Inc. 401(K) Profit Sharing Plan-18$4,558,362$85,683$4,760iApproximate average salary by contribution assumption: employee only about $119,004 at 4% or $79,336 at 6%; with 50% employer match about $79,336 at 4% or $52,891 at 6%; with 100% employer match about $59,502 at 4% or $39,668 at 6%.
2015118$3,945,913$848,205$47,123iApproximate average salary by contribution assumption: employee only about $1,178,063 at 4% or $785,375 at 6%; with 50% employer match about $785,375 at 4% or $523,583 at 6%; with 100% employer match about $589,031 at 4% or $392,688 at 6%.
Fms Financial Partners Inc. 401(K) Profit Sharing Plan-18$3,945,913$848,205$47,123iApproximate average salary by contribution assumption: employee only about $1,178,063 at 4% or $785,375 at 6%; with 50% employer match about $785,375 at 4% or $523,583 at 6%; with 100% employer match about $589,031 at 4% or $392,688 at 6%.
2014118$3,244,705$88,169$4,898iApproximate average salary by contribution assumption: employee only about $122,457 at 4% or $81,638 at 6%; with 50% employer match about $81,638 at 4% or $54,425 at 6%; with 100% employer match about $61,228 at 4% or $40,819 at 6%.
Fms Financial Partners Inc. 401(K) Profit Sharing Plan-18$3,244,705$88,169$4,898iApproximate average salary by contribution assumption: employee only about $122,457 at 4% or $81,638 at 6%; with 50% employer match about $81,638 at 4% or $54,425 at 6%; with 100% employer match about $61,228 at 4% or $40,819 at 6%.
2013117$3,097,983$36,476$2,146iApproximate average salary by contribution assumption: employee only about $53,641 at 4% or $35,761 at 6%; with 50% employer match about $35,761 at 4% or $23,841 at 6%; with 100% employer match about $26,821 at 4% or $17,880 at 6%.
Fms Financial Partners Inc. 401(K) Profit Sharing Plan-17$3,097,983$36,476$2,146iApproximate average salary by contribution assumption: employee only about $53,641 at 4% or $35,761 at 6%; with 50% employer match about $35,761 at 4% or $23,841 at 6%; with 100% employer match about $26,821 at 4% or $17,880 at 6%.
2012116$2,678,600$32,957$2,060iApproximate average salary by contribution assumption: employee only about $51,495 at 4% or $34,330 at 6%; with 50% employer match about $34,330 at 4% or $22,887 at 6%; with 100% employer match about $25,748 at 4% or $17,165 at 6%.
Fms Financial Partners Inc. 401(K) Profit Sharing Plan-16$2,678,600$32,957$2,060iApproximate average salary by contribution assumption: employee only about $51,495 at 4% or $34,330 at 6%; with 50% employer match about $34,330 at 4% or $22,887 at 6%; with 100% employer match about $25,748 at 4% or $17,165 at 6%.
2011116$2,294,833$38,109$2,382iApproximate average salary by contribution assumption: employee only about $59,545 at 4% or $39,697 at 6%; with 50% employer match about $39,697 at 4% or $26,465 at 6%; with 100% employer match about $29,773 at 4% or $19,848 at 6%.
Fms Financial Partners Inc. 401(K) Profit Sharing Plan-16$2,294,833$38,109$2,382iApproximate average salary by contribution assumption: employee only about $59,545 at 4% or $39,697 at 6%; with 50% employer match about $39,697 at 4% or $26,465 at 6%; with 100% employer match about $29,773 at 4% or $19,848 at 6%.
2010117$2,350,316$31,016$1,824iApproximate average salary by contribution assumption: employee only about $45,612 at 4% or $30,408 at 6%; with 50% employer match about $30,408 at 4% or $20,272 at 6%; with 100% employer match about $22,806 at 4% or $15,204 at 6%.
Fms Financial Partners Inc. 401(K) Profit Sharing Plan-17$2,350,316$31,016$1,824iApproximate average salary by contribution assumption: employee only about $45,612 at 4% or $30,408 at 6%; with 50% employer match about $30,408 at 4% or $20,272 at 6%; with 100% employer match about $22,806 at 4% or $15,204 at 6%.
2009117$1,992,289$27,001$1,588iApproximate average salary by contribution assumption: employee only about $39,707 at 4% or $26,472 at 6%; with 50% employer match about $26,472 at 4% or $17,648 at 6%; with 100% employer match about $19,854 at 4% or $13,236 at 6%.
Fms Financial Partners Inc. 401(K) Profit Sharing Plan-17$1,992,289$27,001$1,588iApproximate average salary by contribution assumption: employee only about $39,707 at 4% or $26,472 at 6%; with 50% employer match about $26,472 at 4% or $17,648 at 6%; with 100% employer match about $19,854 at 4% or $13,236 at 6%.
2008119$0$0-
Fms Financial Partners Inc. 401(K) Profit Sharing Plan-19---